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Cape Investment Advisory’s Fortinet FTNT Stock Holding History

Cape Investment Advisory’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12K Buy
+78
New +$9.01K ﹤0.01% 819
2026
Q1 		– Sell
-35
Closed -$2.78K – 567
2025
Q4 		$2.78K Hold
35
– – ﹤0.01% 1042
2025
Q3 		$2.94K Sell
35
-11
-24% -$982 ﹤0.01% 622
2025
Q2 		$4.86K Hold
46
– – ﹤0.01% 761
2025
Q1 		$4.43K Hold
46
– – ﹤0.01% 773
2024
Q4 		$4.35K Buy
46
+11
+31% +$978 ﹤0.01% 772
2024
Q3 		$2.71K Buy
+35
New +$2.39K ﹤0.01% 791

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cape Investment Advisory's FTNT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fortinet (FTNT) in Q2 2026: 78 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FTNT as recently as Q4 2025.

Cape Investment Advisory first reported a position in FTNT in Q3 2024 and has held it in 7 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Cape Investment Advisory held 78 shares of Fortinet worth $12K as of Q2 2026.
  • Fortinet was a new Cape Investment Advisory position in Q2 2026.
  • Fortinet made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #819 holding.
  • Cape Investment Advisory first reported a position in Fortinet in Q3 2024 and has held it in 7 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.